Hi folks,
I'm relatively new to Tessitura and have had only basic training on how to process contributions. I'm trying to set up automatic pledge payments as I am currently entering the payments manually. To start off with a general question: how do you process pledge payments?
I'm having issues with the Pledge Billing Utility report. I think I've finally figured out what parameters I need to use based on how it's already set up, but it's declining the test credit card that works in other parts of the database. While I have the IT guy looking into the declines being a problem in the script, I was curious if anyone else had problems with setting up or running this report. (Also what does Bill sent mean when it appears in the contribution pop up window in the constituents account - should it have printed something or am I supposed to print said "bill" manually, or does it just assume I'm billing them while I run the report?)
I was also curious if anybody uses batch types for automated payments. I noticed I have Auto Billing as a type option when entering contributions but have no idea how to use that type or if it is even meant for what I am trying to accomplish.
I have endless questions but hopefully this is a good starting point!